TMFDitty

Rich Smith

TMFDitty’s Activity

Wed Mar 14

I get a $30.6B EV for Ford, and $11B FCF -- so an EV/FCF ratio of less than 3.0. Weighed against 3% projected earnings growth, that alone would make Ford stock a bargain, but it also pays a 6.8% dividend. That's a buy in my book.

Thu Mar 8

I'd really like it if THO would produce its cash flow statements in a more timely manner, so that I can check my assumptions. But even so ... 14.5x earnings seems like a low price for a debt-free, dividend-paying stock that analysts think will grow [more]

Fri Mar 2

At $105 a share, UPS is selling for less than 19x trailing earnings. But over the past decade, UPS has averaged a P/E ratio of 24 (and sometimes much higher). At 20% below its average valuation, I think there's ample room for UPS to rise.

Thu Feb 8

Lifeway doesn't often get as cheap as it is today, and usually bounces back. While profit margins are weak, the stock is selling for about 1x sales versus valuations closer to 2x sales for similar-but-larger businesses Danone and GIS.

Thu Dec 28

What is the appropriate P/E ratio for a dream? Because that's what Tesla is: a series of dreams for a brighter tomorrow, powered by clean energy production, non-polluting cars, and an end to energy blackouts. Once TSLA starts earning profits, it will [more]